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Replies posted by Yoshini Silva

31 Replies

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Oldest first

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

Print Invoice option is not available

Hi @Buddhika Kurera & @AkilaR, Thank you very much for taking the time to check into this. :)Customer has mentioned that they have no trouble with the CUSTORDDEB invoices with this customer id. Please refer to the history of the CO below. Best Regards,Yoshini

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

CAPEX approval process

Hi Thomas, Thank you! :) Best Regards,Yoshini

HashmitSidekick (Partner)

asked in Finance (Financials)

Manual supplier invoice taking 15 minutes | Not getting booked

Hi @Hashmit, Could you please forward a case to IFS Global Support? Thanks in advance!Best Regards,Yoshini

NagarjunaDo Gooder (Partner)

asked in Finance (Financials)

Cost center issue

Hi @Nagarjuna , I hope you’re doing well!Could you please check whether you have enabled the cost center code part in the “Revaluation Posting Code Parts” window? Please refer to the highlighted field in the screen print below. Navigator pathFinancials> Currency Revaluation> Revaluation Posting Code Parts Best Regards,Yoshini

WiaPasanDSidekick (Partner)

asked in Finance (Financials)

How to process a Customer/Supplier Mixed Payment

Hi @WiaPasanD ,I hope you’re doing well!Please refer to the steps mentioned below. 1.Go to mixed payment window> click new 2.Select cash account, currency, balance method >save 3.Go to transactions tab> Enter new line> select ex: “Enter supplier payment”> Select the relevant series id and the Inv/prepayment no from the list of values> save 4.The relevant invoice will get matched in the matching transactions 5.Click RMB> Approve 6.”N” type voucher will be created Best Regards,Yoshini

HashmitSidekick (Partner)

asked in Finance (Financials)

Manual supplier invoice taking 15 minutes | Not getting booked

Hi @Hashmit ,I hope you’re doing well!Would it be possible for you to share a screen print of the issue? Best Regards,Yoshini

deolseDo Gooder (Employee)

asked in Finance (Financials)

Reporting Status per Reporting Entity

Hi @deolse , I hope you’re doing well!Please try the following steps to approve the reporting journals and let me know your thoughts.1.Go to Reporting Status window> Click the highlighted down arrow 2.Select the relevant company> Click on Adjustment Journal Entry 3.Click on “set approved” 4.Go to Journals Analysis Best Regards,Yoshini

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

How to change the voucher type user group "authorization level" setting in the Company Template Detail so that it displays the authorization level as "Approve Only"?

Hi Adam, Thank you :) Best Regards,Yoshini

Manavi WeerarathneDo Gooder (Partner)

asked in Finance (Financials)

No further acquisition possible for object OExxx. FA will not be updated.

Hi Manavi, Please double-check that you have performed the following steps.1.Rollback all the active object transactions.2.After you have rolled back the object transactions, click RMB and deactivate the object, which will return it to investment. If you followed the steps stated above, please attach a screen capture of the window displaying the error message. Best Regards,Yoshini

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

Group consolidation: Intercompany Elimination

@Gayathrie Thiruvalluvar Thank you!

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

What is the ideal way to connect a rental asset to an object?

@Nancy Fink Thanks a lot for your help.

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

What is the ideal way to connect a rental asset to an object?

Hi @Nancy Fink,Yes please. Please refer to the screen print below. Best Regards,Yoshini

Yoshini SilvaHero (Employee)

asked in Finance (Financials)

What is the ideal way to connect a rental asset to an object?

Hi @Nancy Fink & @Peshala Gamage, Thanks a lot for the responses. As I observed, the Object id can be created but not the rental asset. Please refer to the screen prints below. Could you kindly refer to the following screen prints and let me know whether I have missed any step?1.The object ID has been created along with the PO. 2.The posting type M116 has been set up. 3.Purchase transaction history4.The voucher has been updated to GL 5.The object id has been set to “Active”. 6.However, a rental asset has not been created. Thanks in advance!Best Regards,Yoshini

RvdBosDo Gooder (Customer)

asked in Finance (Financials)

IFS10 Matching PO's

Hi, Please perform the query by entering below mentioned information.Price Qty to match: not equal to zero ( < >0) Invoicing supplier : Site : Best Regards,Yoshini

InesSidekick (Partner)

asked in Finance (Financials)

Customer Withholding PP78

Hi Ines, Thank you for your reply. I've set up tax codes as shown below.One for “payment” and one for “invoice entry”. Also, connect the relevant WHT tax code (with the relevant tax percentage) when creating the payment. Best Regards,Yoshini

RvdBosDo Gooder (Customer)

asked in Finance (Financials)

IFS10 Matching PO's

Hi, If you know the PO No. you are able to query. Please refer to the screen print below. Then enable the “match” check box>click okIf not ,you could click on “show all” and match the relevant PO no.Hope this will help you. :) Best Regards,Yoshini

MDEWILSONDo Gooder (Customer)

asked in Finance (Financials)

HOW TO COPY EXISTING COMPANY TO NEW COMPANY

Hi, I agree with Adam’s reply.Further, please refer to the screen prints below. 1.Navigate create company assistant>Enter a company ID & a Name>Click on Next 2.Click on Next 3.Choose “Existing Company” if you want the company to be created from an Existing company.4.Select the existing company >Click Next Select the required languages >Click Next 6.Enter relevant Acc Currency, valid from date, Parallel currency (if required) , valid form date, Default language & country >Click Next 7.Click Finish Hope this will help you too. :) Best Regards,Yoshini

asked in Finance (Financials)

cash flow analysis

Hi Iran, As Pawel mentioned, Please refer to the IFS F1 Online Documentation.Navigator Path1.Financials>Cash Flow Analysis2.On the footer, click Help.> Then click on Page Help 3.Search “Cash Flow Analysis”. I hope this will help you too. :) Best Regards,Yoshini

InesSidekick (Partner)

asked in Finance (Financials)

Customer Withholding PP78

Hi Ines, Please refer to the screen prints below. I think it will clear your query. In my previous reply, it should be corrected as PP63. 1.Create a customer invoice with tax withholding. 2.Next go to customer analysis window>Query by the customer id & and the invoice no. 3.Click RMB on invoice line>Payments per invoice>Copy the B type voucher no. 4.Go to voucher entry>Query by the voucher no You will noticed that the PP78 posting type has been fetched. 5.Next go to customer payment window>Create a customer payment 6.Go to voucher entry >Query by the voucher no You will noticed that the posting type PP63 has been fetched.Hope this will help you too. :) Best Regards,Yoshini

InesSidekick (Partner)

asked in Finance (Financials)

Customer Withholding PP78

Hi,Please create a customer payment for the invoice you have already created. Then post the vouchers to GL. You will notice that PP78 posting type has been fetched in the B/N type vouchers (with function group B- Customer payments received). Best Regards,Yoshini

ALHAGMOHero (Customer)

asked in Finance (Financials)

AR Customer Contact Output Media connection to Reminder and Statement of Account

Hi,Please disable the “event action” that you have created for “statement of account” and retry to do the same steps. Navigator Path:Solution Manager>Integration> Events>Print Job>Click RMB >Show Actions > Then search by the action description Hope this will help you. :) Best Regards,Yoshini

RakeshSidekick (Partner)

asked in Finance (Financials)

How to Differentiate Cancelled Invoice & Credit Invoice for Report creation

Hi Rakesh, I hope you’re doing well!You can try to create a credit invoice for the original customer order invoice. Then please check the total balance in the customer analysis window by querying the order number. You will notice that the original amount has been reversed. Net amount will be zero.Hope it is clear. :) Best Regards,Yoshini

RakeshSidekick (Partner)

asked in Finance (Financials)

How to Differentiate Cancelled Invoice & Credit Invoice for Report creation

Hi,You are allowed to cancel customer invoices with the status “preliminary”. Please refer to the screen print below. When you cancel this invoice the status will be changed to “cancelled”. However, the invoice type will be same. That is “CUSTORDDEB”. When you create a credit invoice invoice type will be changed to “CUSTORDCRE”. Best Regards,Yoshini

ROXTOBBRISidekick (Customer)

asked in Finance (Financials)

AR Customer Contact

Hi, “Certain AR documents” means Customer (AR) Statement of Account & Customer (AR) Reminder.Hope this will help you. :) Best Regards,Yoshini

bytsophanHero (Partner)

asked in Finance (Financials)

group consolidation OLAP CUBE

Hi,Please refer to the explanation below.This activity is used to assign balance set IDs to predefined OLAP Cube Measure Names. These are the types of measures that can be used:ACT - Actuals BUD - Budget CFC - Current Forecast NFC - Next ForecastThis configuration is used in Consolidation OLAP Cubes.PrerequisitesIn order to perform this activity,You should log into a master company for group consolidation and Consolidation Balance Set should be defined.ProcedureUse the following Procedure to define Consolidation Balance Set Period Configuration.Open Consolidation Balance Set OLAP Cube Configuration window and query for the measure group name. Select the required Balance Set ID, from the List of Values. Note that all the Balance Set IDs in all companies will be displayed. Save the record. I hope this explanation will be helpful to you. :) Best Regards,Yoshini

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